How can you personalize without knowing an individual’s personality?
An end-to-end personalized advice platform to drive growth for advisors
Request a demoLearn the unique financial mindset of your clients and prospects…
Understand what drives their decisions and what they care most about. We help you profile your clients and prospects on four personality dimensions to create better client outcomes:
Purpose – invest to find a deeper sense of meaning and purpose
Touch – link investing and our desire for meaningful relationships
Security – invest to provide physical security and peace of mind
Viewpoints – invest in themes you see changing the world
Drive engagement through hyper-personalization…
Gain actionable next steps for delivering a personalized experience
- Understand exactly what each client and prospect cares about most for enhanced personalization
- Automatically customize and tailor your communications and campaigns for maximum relevance
Curate your client experience and nurture prospects with content and strategies that interest them
Integrate with your Broadridge products to help advisors turn clicks into conversations
- Use Positivly to understand your clients’ individual personalities and what matters to them
- Automatically build personalization directly into your client communications and prospecting campaigns
- Nurture your pipeline with tailored messaging and marketing initiatives
Improve prospect conversion rates
Better understand prospects, drive more conversations
Postivly connects advisors with prospects based on compatible financial personality, leading to higher conversion rates.
60% of HNW investors want better personalization.
What is your strategy?
Questions?
Take the guesswork out of finding the perfect marketing solution. Our team is here to help.
Request a demoLet’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Thank you.
Your request has been successfully submitted. A representative will contact you shortly.